PWA
Physician Wealth Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+5.7%
1 Year Return
+14.15%
3 Year Return
+57.36%
5 Year Return
+87.78%
10 Year Return
–
AUM
$307M
AUM Growth
+$307M
(+4.6%)
Cap. Flow
+$6.67M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
52%
Holding
149
New
8
Increased
65
Reduced
31
Closed
6
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$591K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$408K |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$336K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$296K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$254K |
Sector Composition
| 1 | Technology | 5.33% |
| 2 | Healthcare | 2.6% |
| 3 | Financials | 1.37% |
| 4 | Consumer Discretionary | 1.34% |
| 5 | Industrials | 1.34% |
